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  1. Preface
  2. Getting Started Overview
  3. Part 1: Setting Up Business Glossary
  4. Part 2: Publishing Business Glossary Content
  5. Part 3: Viewing Assets
  6. Appendix A: Asset Linking
  7. Appendix B: Publishing Business Glossary Content using the Approval Workflow

Business Glossary Getting Started Guide

Business Glossary Getting Started Guide

Task 1: Configuring the Advanced Approval Workflow

Task 1: Configuring the Advanced Approval Workflow

Log in to the Analyst tool as the glossary administrator to configure the Section 10Q glossary for an approval workflow.
  1. Click
    Open
    to open the Library workspace.
  2. In the Library Navigator, under the
    Assets
    panel, click
    Glossaries
    .
  3. Select the Section 10Q glossary in the
    Glossaries
    panel.
    The Analyst tool displays the glossary in the Glossary workspace.
  4. Click
    Edit
    .
    The Analyst tool displays the glossary in edit mode.
  5. Click
    Asset Approval Configuration
    to configure the approval workflow.
    The Analyst tool displays the Asset Approval Configuration settings.
  6. Select the
    Asset Owners
    ,
    Asset Stateholders
    , and
    Stewards of Related Assets
    as default approvers for the Section 10Q glossary assets. Default approvers are the level 1 approvers.
  7. Select the
    Enable Voting for Asset Changes
    option to enable the level 1 approval.
    Configuration settings for level 1 approvers appear.
  8. In the Settings for Level 1 Approvers, select the
    Voting Reminder Before End Time
    as
    2 Days
    and
    Escalation Interval Before End Time
    as
    1 Day
    for level 1 approvers.
  9. Select the
    Enable Level 2 Voting
    option to enable the level 2 approval.
    Configuration settings for level 2 approvers appear.
  10. Click
    Add level 2 approvers
    to add additional approvers. The
    Add Approvers
    window appears.
  11. In the
    Add Approvers
    window, select
    BG_Approver1
    and
    BG_Approver2
    as level 2 approvers from the list of users, and then click
    OK
    .
  12. In the Settings for Level 2 Approvers, select the
    Voting Reminder Before End Time
    as
    2 Days
    and
    Escalation Interval Before End Time
    as
    1 Day
    for level 2 aprovers.
  13. Click
    Save and Finish
    to complete the task.
    The Analyst tool updates and configures the approval workflow for the Section 10Q glossary.

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